Tristan Murray

Financial Security Advisor
Investment Representative

As a financial security advisor, I work to inform, educate, and empower my clients to achieve their financial desires while building relationships founded on honesty and integrity. Using strategic and comprehensive financial planning, I transform the financial desires of my clients into financial goals by providing a structured “game plan.”

My approach to financial advising is one of a holistic nature, in which all aspects of my clients' financial “puzzles” are analyzed to ensure that we're not focusing on one area to the detriment of another. I analytically examine both the current and future desired financial position of my clients from both the quantitative (numerical data) and qualitative (emotional affect) viewpoints.

As a financial security advisor, I approach my relationships with my clients in a manner that can be more related to marriage as opposed to dating. When I meet with my clients, I don't only see the client, but I see the generations of their family that follows them. I believe that the decisions that I assist my clients to make in the present will not only affect their future but also the future of their families. My ultimate desire for my clients is that each one would be able to fulfill the proverb that says, “A good person leaves an inheritance to their children’s children.” With this foundation, I work to ensure that whatever element of their financial puzzle that is being addressed (personal/business insurance, investments, tax planning, or estate planning) is analyzed with the utmost care, empathy, and individual consideration that is feasible.

Contact me today to learn more

Recent posts

Your money is safe in Canadian banks

Mar 17, 2023 - Canada Life

Recent news of bank failures in the U.S. may be making you nervous. Banking failures are extremely rare in Canada and customers are protected...

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4 tips for managing finances with roommates

Mar 15, 2023 - Canada Life

Housing is expensive, and you can make your money go further when you share costs. Here are some tips to help you manage household finances with roommates....

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Understanding the gender pension gap

Mar 08, 2023 - Canada Life

The gender pension gap means that women are at an increased risk of living in poverty in old age...

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